Step 1. Create an account

Information will populate in the fields, make necessary changes if needed

Add your Business Administrator’s email address to the alternative email field. Invoices and communications will be sent to the business administrator, when you choose this option. You can also add multiple email addresses by separating with a semicolon.

Add your departmental billing manager ‘s email address to the alternative email
field. Invoices and communications will be sent to the departmental billing manager, if you choose this option. You can also add multiple email addresses by separating with a semicolon.

Then select “Create Account”. Your email address will be used as your username.

Step 2. Enter Payment Information

Prior to placing a request user will be asked to identify payment. This information will be linked to the users account and available each time a request is placed.

From the Main navigational menu click on “User”, then on “Funds” , then “New Fund”

Payment Type: Select “PHS” or “Non-PHS”

Fund Number: PHS members should enter PHS fund number.
The Business unit, Project title, PI’s Name, start date, and end date will populate into the fields.Non-PHS members select payment option by indicating PO or check, then enter PI’s Name.